PORTFOLIO MANAGEMENT SERVICES

WHAT IS PORTFOLIO MANAGEMENT ?

It is a customised solution to investments in equity and debt offered by experienced and professional Fund Managers. However the ownership of stocks continues in one’s own Demat account. The benefit of this service is that you may choose to give discretionary powers to Portfolio Managers for, staggered deployment of money to average out entry levels and portfolio actions into research backed stock ideas into mid/large/small cap to enhance return potential.

WEALTH MANAGEMENT

We advise you on every possible way to generate wealth smartly and efficiently through our investment research methodology in best stocks and equities. Direct equity investors are often seen disappointed with the performance of their portfolios, as human emotions of greed and fear makes them commit errors. Also, all equity investments require regular monitoring for cleaning up holdings that become junk with time, hence it is a time-consuming activity. All these reasons and more, make ‘Portfolio Management Services’ more suitable for the HNIs.

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PORTFOLIO MANAGEMENT

COMPLETE TRANSPARENCY While signing up for an advisory service, it becomes crucial to learn about the associated monetary charges.

QUICK DEMAT ACCOUNT OPENING

DISCIPLINED APPROACH

These products are structured better and follow a very disciplined approach, which minimizes the risk associated with equity markets. This helps deliver better returns while still mitigating the associated risk.

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